When an aging parent needs care, the decision isn’t just financial. It’s emotional, logistical, and deeply personal. Mike’s 93-year-old mom has fallen twice in the past month, and he’s weighing two options: bring her to live with him or pay for in-home care out of his own pocket. Which choice makes the most sense, both financially and for his family’s well-being?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

You’ve built a successful business, but now the big question is, how do you turn that into a retirement plan? If you’re like many entrepreneurs, you’ve spent years reinvesting in your business, but what happens when it’s time to step away? Can you sell it? Can you create passive income from it? Or should you start saving in other ways right now? In this episode, we’re breaking down strategies for business owners who need to turn years of hard work into long-term financial security.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, can impact when and how to claim Social Security benefits to maximize your retirement income.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Today, we’re back to continue unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort. Be sure to tune back for part 2 of this conversation in a few weeks!

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to dream), figuring out what to do with a large financial windfall can feel overwhelming. No matter how you’ve come into this newfound wealth, it’s important to approach it thoughtfully.

Contact:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949